AdvisorCensus / Financial advisors / Oklahoma / Tulsa / Melia Wealth LLC
Melia Wealth LLC is an SEC-registered investment advisory firm in Tulsa, OK, registered since 2017, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated June 17, 2026.
Quick answers
From the filingHow is Melia Wealth LLC compensated?
On its Form ADV (Item 5.E, October 2026), Melia Wealth LLC reports these compensation arrangements: a percentage of assets under its management.
What does Melia Wealth LLC's brochure say about its fees?
Its Form ADV Part 2A brochure dated March 31, 2026 states: Asset-based fee: up to 1% of assets a year (the maximum the brochure states). Fees can differ by service and may be negotiable; the brochure is the complete statement.
Where is Melia Wealth LLC located?
Melia Wealth LLC's principal office is in Tulsa, OK, according to its Form ADV.
Is Melia Wealth LLC registered with the SEC or a state?
Melia Wealth LLC is an SEC-registered investment advisory firm, registered since 2017. Status as filed: Approved. CRD 145402.
How much does Melia Wealth LLC manage?
Melia Wealth LLC reports $560,110,616 in regulatory assets under management in its Form ADV filing dated June 17, 2026 (100% discretionary).
How have Melia Wealth LLC's assets and staff changed since 2021?
In the Form ADV data for Melia Wealth LLC: Regulatory assets under management: $288,974,000 in the October 2021 data and $560,110,616 in the October 2026 data, up 94%. Total employees: 4 in October 2021 and 7 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Melia Wealth LLC serve?
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (1,015); high net worth individuals (148); corporations or other businesses not listed above (1).
Which custodians does Melia Wealth LLC use?
Melia Wealth LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.
Does Melia Wealth LLC report any disciplinary disclosures?
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/145402
Does Melia Wealth LLC state an account minimum?
Its Form ADV Part 2A brochure dated March 31, 2026 says: "Our Firm typically requires a minimum account size of $100,000 for advisory accounts. However, sometimes, at our sole discretion, we may accept smaller accounts based on various criteria, such as anticipated future assets, related accounts, and other individual Client circumstances."
What changed in Melia Wealth LLC's recent Form ADV filings?
In the April 2026 filing data: Changed its legal name from Melia Wealth LLC to Melia Group LLC. Registered or notice-filed in CA, MI, TN.
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2AAsset-based fee: up to 1% of assets a year (the maximum the brochure states)
The brochure's wording
Our maximum annual fee is 1.00%, and we have a minimum account size of $100,000.
Account minimum: $100,000 (the brochure says it may be waived or negotiated)
The brochure's wording
Our Firm typically requires a minimum account size of $100,000 for advisory accounts. However, sometimes, at our sole discretion, we may accept smaller accounts based on various criteria, such as anticipated future assets, related accounts, and other individual Client circumstances.
As stated in the firm's Form ADV Part 2A brochure dated March 31, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$560,110,616 as of October 2026, filing dated June 17, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Registration and firm details
Items 1, 2, 5- Legal name
- Melia Group LLC
- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2017 (9 years)
- Employees
- Total: 7. Performing investment advisory functions: 4.
- Wrap fee program participation
- No.
- Custodians (Schedule D, Section 5.K(3))
-
Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.
- States registered or notice-filed
-
9 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $560,110,616 | 7 | June 17, 2026 |
| October 2025 | $509,547,471 | 7 | March 31, 2025 |
| October 2024 | $455,681,209 | 4 | April 3, 2024 |
| October 2023 | $409,429,767 | 4 | March 6, 2023 |
| October 2022 | $385,700,000 | 4 | March 24, 2022 |
| October 2021 | $288,974,000 | 4 | March 31, 2021 |
Regulatory assets under management: $288,974,000 in the October 2021 data and $560,110,616 in the October 2026 data, up 94%.
Total employees: 4 in October 2021 and 7 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- April 2026
- Changed its legal name from Melia Wealth LLC to Melia Group LLC.
- Registered or notice-filed in CA, MI, TN.
- December 2025
- Updated its list of owners and control persons (Schedule A).
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Melia Wealth LLC (CRD 145402): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/melia-wealth-llc-tulsa-ok-145402